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State Street Real Estate Select Sector SPDR ETF
XLRE

678 hedge funds and large institutions have $4.36B invested in State Street Real Estate Select Sector SPDR ETF in 2023 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 214 increasing their positions, 217 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 59

129% more funds holding in top 10

Funds holding in top 10: 7 → 16 (+9)

60% more capital invested

Capital invested by funds: $2.72B → $4.36B (+$1.64B)

15% more funds holding

Funds holding: 588 → 678 (+90)

9.56% more ownership

Funds ownership: 66.31% → 75.87% (+9.6%)

1% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 217

13% less call options, than puts

Call options by funds: $32.5M | Put options by funds: $37.4M

Holders
678
Holders Change
+90
Holders Change %
+15.31%
% of All Funds
9.88%
Holding in Top 10
16
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+128.57%
% of All Funds
0.23%
New
158
Increased
214
Reduced
217
Closed
59
Calls
$32.5M
Puts
$37.4M
Net Calls
-$4.96M
Net Calls Change
+$2.29M

Top Buyers

1
MIFH
Migdal Insurance & Financial Holdings
Israel
+$198M
2
Morgan Stanley
Morgan Stanley
New York
+$193M
3
Creative Planning
Creative Planning
Kansas
+$171M
4
CCWM
Cassaday & Co Wealth Management
Virginia
+$84M
5
Bank of America
Bank of America
North Carolina
+$43.8M

Top Sellers

1
FHA
Flagship Harbor Advisors
Massachusetts
-$14.8M
2
Bessemer Group
Bessemer Group
New Jersey
-$11.1M
3
GB
Gunma Bank
Japan
-$7.84M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$7.69M
5
Goldman Sachs
Goldman Sachs
New York
-$6.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
SA
626
Scarborough Advisors
Maryland
$4.33K +$3.88K +108 New
FBC
627
Fairfield, Bush & Co
Connecticut
$4.01K +$3.59K +100 New
WTA
628
Washington Trust Advisors
Massachusetts
$3.97K – – –
MWM
629
Mascoma Wealth Management
New Hampshire
$3.85K – – –
AIA
630
Armor Investment Advisors
North Carolina
$3.69K – – –
AAP
631
Arax Advisory Partners
Colorado
$3.49K – – –
PPC
632
Park Place Capital
Alabama
$3.33K – – –
QC
633
Quent Capital
New York
$3.3K – – –
PP
634
PFS Partners
New Jersey
$3.09K +$36 +1 +1%
VAMG
635
Voisard Asset Management Group
Michigan
$3K +$2.69K +75 New
Bessemer Group
636
Bessemer Group
New Jersey
$3K -$11.1M -308,942 -100%
HBW
637
Hazlett, Burt & Watson
West Virginia
$3K – – –
AF
638
Arrow Financial
New York
$2.96K – – –
RFG
639
REAP Financial Group
Texas
$2.8K +$2.51K +70 New
PB
640
Pinnacle Bancorp
Nebraska
$2.68K – – –
DJSG
641
D.J. St. Germain
Massachusetts
$2.64K – – –
LF
642
Lee Financial
Texas
$2.48K – – –
AFWM
643
Abich Financial Wealth Management
Virginia
$2.48K +$2.23K +62 New
MAWCM
644
Mine & Arao Wealth Creation & Management
California
$2.4K – – –
RDFA
645
Ritter Daniher Financial Advisory
Ohio
$2.4K – – –
BTI
646
Blue Trust Inc
Georgia
$2K – – –
First Manhattan
647
First Manhattan
New York
$1.92K -$9.41K -262 -85%
MFT
648
Moisand Fitzgerald Tamayo
Florida
$1.64K – – –
PSB
649
Piscataqua Savings Bank
New Hampshire
$1.64K – – –
HPC
650
HM Payson & Co
Maine
$1.48K +$1.33K +37 New
24 25
26
27 28

XLRE Hedge Fund Activity: Q4 2023 in Review

678 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street Real Estate Select Sector SPDR ETF (XLRE) for Q4 2023, worth a combined $4.36B — up 60% from $2.72B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new XLRE positions and 59 closed out — a net gain of 99 holders — while 214 added to existing stakes and 217 trimmed.

The largest buyer was Migdal Insurance & Financial Holdings, opening a new position worth an estimated $198M. The largest seller was Flagship Harbor Advisors, cutting an estimated $14.8M.

  • 678 institutional investors held State Street Real Estate Select Sector SPDR ETF (XLRE) as of Q4 2023, up from 588 in Q3 2023.
  • Funds reported $4.36B of State Street Real Estate Select Sector SPDR ETF stock for Q4 2023, up 60% quarter-over-quarter.
  • 158 funds opened new State Street Real Estate Select Sector SPDR ETF positions in Q4 2023 and 59 closed out, a net change of +99 holders.
  • The largest State Street Real Estate Select Sector SPDR ETF buyer in Q4 2023 was Migdal Insurance & Financial Holdings, an estimated $198M added.
  • The largest State Street Real Estate Select Sector SPDR ETF seller in Q4 2023 was Flagship Harbor Advisors, an estimated $14.8M sold.

Based on aggregated 13F filings for Q4 2023.